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Preparing eMeetings
The menu item eMeetings is the center for the agent. There appointments can be created, customers managed and documents prepared: Overview Appointments Documents My Customers Meeting Links User Groups
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Getting Started: Sales Suite (User)
Welcome to the Engage Sales Suite. In the following articles, you will learn how to best use Engage to arrange, manage and conduct online meetings ("eMeetings").
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Overview
Navigation path: eMeetings + tab: Overview Purpose The eMeetings overview is your central view in the Sales Suite. In this view, you see your upcoming appointments, can upload documents and create or start new appointments. Feature description New Appointment From the overview, you can create a new appointment (description…
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Appointments
Navigation path: eMeetings + tab: Appointments Purpose In the tab "Appointments" you will find a calendar view for your already created appointments. Further you can edit created appointments or create new appointments. Feature description Create new appointment Via the button New Appointment you can create new…
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Documents
Navigation path: Documents Purpose In Documents you can upload document templates and prepare them for your appointments in advance. Feature description Types of documents TeamViewer Engage distinguishes between two types of documents: My Documents and Company Documents. My Documents are your personal document…
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My Customers
Navigation path: eMeetings + tab: My Customers Purpose In the tab My Customers customers can be created and managed. Furthermore, you can create appointments with customers. Appointments created this way will be directly assigned to customers and performed chat conversations will be consolidated. Feature description In My…
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Meeting Links
Navigation path: Meeting Links Purpose With a Meeting Link you get your personal landing page that you can send to (potential) customers so they can book an appointment with you. Meeting Links can be configured, so that customers e.g. can only book appointments during a set time on specific days. Feature description…
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User Groups
Navigation path: eMeetings + tab: User Groups Purpose User Groups allow you to put together a list of other TeamViewer Engage users of your organization. This list will then be available for selection when inviting additional team members to an eMeeting. Example use case: you are an insurance broker and your organization…
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Conducting eMeetings
Enough preparing for eMeetings! Next, we have a look at the features and options within an eMeeting. The main functionalitites are: Video + In-Conference Chat Screen Sharing Document Collaboration Whiteboard Universal Co-Browsing Video (main view) Invite: Invite another employee to a meeting -> Email invitation is sent.…